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iShares Russell 1000 ETF

506 hedge funds and large institutions have $13.9B invested in iShares Russell 1000 ETF in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 145 increasing their positions, 186 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

755% more call options, than puts

Call options by funds: $53.7M | Put options by funds: $6.29M

41% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 34

5% more capital invested

Capital invested by funds: $13.2B → $13.9B (+$709M)

2% more funds holding

Funds holding: 498506 (+8)

0.48% more ownership

Funds ownership: 70.82%71.3% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 7171 (0)

22% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 186

Holders
506
Holders Change
+8
Holders Change %
+1.61%
% of All Funds
12.59%
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.77%
New
48
Increased
145
Reduced
186
Closed
34
Calls
$53.7M
Puts
$6.29M
Net Calls
+$47.4M
Net Calls Change
+$46.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$109M -$29.5M -227,553 -21%
Citigroup
27
Citigroup
New York
$107M +$17.2M +133,016 +20%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$107M +$24.3M +187,534 +30%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$101M -$4.98M -38,474 -5%
UBS Group
30
UBS Group
Switzerland
$99M +$955K +7,371 +1%
HHGA
31
Halbert Hargrove Global Advisors
California
$98.2M +$88.7K +685 +0.1%
Goldman Sachs
32
Goldman Sachs
New York
$89.2M -$26.5M -204,969 -23%
RC
33
Rinet Company
Massachusetts
$88.6M +$2.59M +20,034 +3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$86.9M +$11M +85,074 +15%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$85.1M -$176K -1,357 -0.2%
GMA
36
Goldstein Munger & Associates
California
$82.8M -$5.24M -40,490 -6%
BOS
37
Bingham Osborn & Scarborough
California
$69.1M +$571K +4,408 +0.8%
Creative Planning
38
Creative Planning
Kansas
$62.9M -$1.11M -8,600 -2%
TC
39
Telemus Capital
Michigan
$61M -$13.4M -103,381 -18%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$56.1M -$15.7M -121,407 -22%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$53.7M +$2.9M +22,384 +6%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$48.3M +$3.54M +27,360 +8%
CG
43
Cutler Group
California
$46.6M +$45.9M +354,284 +39,365%
Ameriprise
44
Ameriprise
Minnesota
$45.3M +$5.75M +44,400 +15%
IC
45
Iconiq Capital
California
$44.3M -$3.74M -28,895 -8%
BP
46
Ballentine Partners
Massachusetts
$43M -$523K -4,042 -1%
BFPW
47
BOK Financial Private Wealth
Colorado
$40.4M -$2.77M -21,377 -7%
ANTB
48
AMG National Trust Bank
Colorado
$40.1M +$362K +2,794 +0.9%
BJL
49
Brighton Jones LLC
Washington
$36.8M +$14.6M +112,582 +67%
TMNFIC
50
Tokio Marine & Nichido Fire Insurance Company
Japan
$36.1M

IWB Hedge Fund Activity: Q1 2017 in Review

506 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q1 2017, worth a combined $13.9B — up 5.4% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IWB positions and 34 closed out — a net gain of 14 holders — while 145 added to existing stakes and 186 trimmed.

The largest buyer was BlackRock, adding an estimated $2.88B. The largest seller was Bank of America, cutting an estimated $121M.

  • 506 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2017, up from 498 in Q4 2016.
  • Funds reported $13.9B of iShares Russell 1000 ETF stock for Q1 2017, up 5.4% quarter-over-quarter.
  • 48 funds opened new iShares Russell 1000 ETF positions in Q1 2017 and 34 closed out, a net change of +14 holders.
  • The largest iShares Russell 1000 ETF buyer in Q1 2017 was BlackRock, an estimated $2.88B added.
  • The largest iShares Russell 1000 ETF seller in Q1 2017 was Bank of America, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2017.